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GeoWealth Management’s Energy Transfer Partners ET Stock Holding History

GeoWealth Management’s Portfolio ET Stock Details ET Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-207
Closed -$4.05K – 1285
2024
Q4 		$4.05K Hold
207
– – ﹤0.01% 1575
2024
Q3 		$3.32K Buy
+207
New +$3.33K ﹤0.01% 1502

Other funds holding ET

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AA
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

GeoWealth Management's ET Position: Q1 2025 in Review

GeoWealth Management sold out of Energy Transfer Partners (ET) in Q1 2025, closing a stake of 207 shares — an estimated $4.05K sold.

GeoWealth Management first reported a position in ET in Q3 2024 and held it in 2 quarters. The position peaked at $4.05K in Q4 2024. 1,212 funds tracked by Wall St. Rank hold ET as of Q1 2025.

  • GeoWealth Management reported no remaining Energy Transfer Partners position as of Q1 2025 after selling out during the quarter.
  • GeoWealth Management sold 207 Energy Transfer Partners shares in Q1 2025, an estimated $4.05K.
  • GeoWealth Management first reported a position in Energy Transfer Partners in Q3 2024 and held it in 2 quarters.
  • GeoWealth Management's Energy Transfer Partners position peaked at $4.05K in Q4 2024.
  • 1,212 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q1 2025.

Based on GeoWealth Management's 13F filing for Q1 2025, filed 9 May 2025.